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《大行報告》大摩下調華虹半導體(01347.HK)目標價至41元 評級「增持」
阿思達克 05-13 10:21
摩根士丹利發表評級報告,指由於無錫工廠產出繼續平穩上升,華虹半導體(01347.HK)首季收入5.95億美元(按年增95%,按季增13%),再創季度新高,較指引高出6%。 該行指,展望今年次季,管理層指引其收入按季增3%(按年增78%)至6.15億美元,毛利率達介乎%28至29%,該行認爲其收入持續上升趨勢可紓緩投資者對封城影響的擔憂。管理層表示,公司在物流方面獲內地政府支持,目前已有3,000名工人留於工廠協助生產。 大摩將公司今年每股盈測上調5%,其明年及2024年每股盈餘預測分別下調1%及2%,並將其目標價由47元下調至41元,維持「增持」評級。
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